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Firm Management

If you’ve been in practice any length of time, then you’ve probably experienced ‘candidate remorse.’ You know - hiring someone who you thought would be a great fit and it turns out, they weren't. How can you avoid this when hiring in your firm? Read more

Tax & Practice Management

Bookkeeping is a highly valuable service, and you should definitely be getting higher prices for it. Read more

Training and Live Events

IA Live Event Report 2019

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Modern Firm Partner Forums provide the most authentic, true-to-firm-life content than any other event developed for accountants. Seize the opportunity to hear proven strategies & get real-world insight from some of the best in the industry. Read more

Training and Live Events 1 Comments

Rootworks, the profession’s leading firm improvement organization, announced the details of its Modern Firm Partner Forum events—presented in partnership with Wolters Kluwer and ADP. Learn more here. Read more

Training and Live Events

May 2 @ 12 ET: This is a look at how CPA firms can increase profitability by going green & digital. They will explore the challenges firms face which prevent them from going digital, and includes a demo of Doc.It, a document management software. Read more

Educational Webinars

Did your dream of owning a business turn out differently from your reality as a business owner? Find out how to get your dream back on track and enjoy more freedom in your business. Read more

People & Business

As the start of the filing season approaches, put some time into identifying those pain points you experience this tax season to make changes to your work flow efficiencies. No matter how efficient you are, there's always room for improvement. Read more

Tax Practice News

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Mollie Macklin, Communications Manager at Insightful Accountant, explains why growing your brand is about more than just being good at your job. Read more

People & Business

Whether you live for it or dread it, tax season is upon us yet again, and it’ll soon be time to baton down the hatches and prepare for the long haul. Learn how to keep your firm motivated as you enter busy season. Read more

Tax Practice News

How can your practice start a successful shift to higher-value consulting & advisory services — sooner rather than later? Discover how these four accounting practices did just that. Read more

Tax & Practice Management

Marketing Analytics

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Changes in the business world urge accountants to become true entrepreneurs. Thinking strategically, modernize their images and developing an ability to promote their services is key. James Daily gives you four tips on successful email marketing. Read more

Tax & Practice Management

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Keeping your eye on the prize can be difficult. Starting or running a business takes years of dedication and consistent effort. Joseph McLean gives you four ways to stay motivated while building the successful business you want. Read more

People & Business

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James Daily, an expert in digital marketing, discusses how accountants and firms can not only stay relevant, but flourish, in the digital age. Read more

People & Business

Mollie Macklin, Communications Manager at Insightful Accountant, talks about the importance of networking for you and your firm. Read more

People & Business

Denise Bailey, ABA, Advanced Certified QuickBooks ProAdvisors will be teaching "How To Create a High Tech Firm" at Scaling New Heights this year. Thinking about going high tech? Don't miss this session. Read more

Training and Live Events

Clio may be on the list for law firms looking for an online practice management and billing solution. Read more

Vendor Corner 1 Comments

Data, Document and Firm Management With Jamie Shulman

Prior to our name change I had a conversation with Jamie Shulman, CEO and Co-Founder of Hubdoc, regarding the convergence of data, document and firm management. Read more

Jul 6, 2015 2:29 PM From The Publisher

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